At a Glance
- Tasks: Conduct complex research and analysis for high-net-worth clients in wealth planning.
- Company: Thriving independent IFA practice in Tonbridge with a supportive team culture.
- Benefits: Competitive salary up to £50,000, mentorship, and firm-funded training.
- Other info: Clear career progression to Senior Paraplanner with a defined pathway.
- Why this job: Gain expertise in wealth planning and make a real impact on clients' financial futures.
- Qualifications: Minimum 2 years' paraplanning experience and strong technical knowledge in finance.
The predicted salary is between 38250 - 46750 £ per year.
Career Paraplanner - Tonbridge - Kent
Salary: Up to £50,000 - Onsite We're recruiting an ambitious Career Paraplanner to join a thriving independent IFA practice in Tonbridge.
This is a genuine opportunity to develop into a senior paraplanning role with expert mentorship and financial backing for your professional qualifications.
If you're hungry to build real expertise in complex wealth planning and work with high-net-worth clients, this role is for you.
You'll undertake complex suitability research and analysis, produce detailed client reports, and provide technical support across our client base.
Working closely with our advisers, you'll handle cases involving pensions, investments, estate planning and protection-often with clients approaching or in retirement.
You'll be part of a small, collaborative team where your input is valued, and your progression is actively managed.
Requirements: Minimum 2 years' paraplanning experience within an IFA practice Strong technical knowledge: pensions, investments, estate planning, protection Experience supporting HNW clients (retirement planning, wealth management) Proficiency with investment platforms (Transact, Aberdeen, Quilter preferred) Competence with cashflow modelling and technical analysis software Solid understanding of FCA regulatory requirements and compliance Level 4 Diploma in Financial Planning (preferred, not essential) You're proactive, detail-oriented, organised and collaborative.
You communicate clearly with advisers and colleagues and aren't afraid to challenge for better client outcomes.
What's on
Offer: Clear career progression to Senior Paraplanner with defined pathway One-to-one mentorship from our Chartered Senior Paraplanner (30+ years' experience) Firm-funded professional training and exam costs Small, supportive team environment Competitive salary up to £50,000 Send your CV to Jo at Financial Divisions.
Career Paraplanner - Tonbridge - Kent, Salary: Up To &;50,000 - Onsite employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
